Filed August 5, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 74-2009441 | Recordkeeping | $19,410 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $5,001 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,095 | $63,924-35.7% | $108,579-62.2% | $55,167-25.5% |
| Participation rate | 95.9% | 74.3%+21.6pp | 79.6%+16.4pp | 69.0%+27.0pp |
| Annual return | -5.60% | 15.31%-20.9pp | -51.70%+46.1pp | 169.23%-174.8pp |
| Employer contribution / active EE | $1,458 | $1,879-22.4% | $3,758-61.2% | $1,963-25.7% |
| Participant deferral / active EE | $2,542 | $3,067-17.1% | $4,311-41.0% | $3,054-16.8% |
| Admin fee / account holder | $163 | $618-73.6% | $7,645-97.9% | $504-67.6% |